Financial Planning Analyst

Job Description

What is the opportunity? As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans.
This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
What will you do?

Prepare comprehensive personal financial plans for high net-worth clients

Recommend advice and opportunities to enhance client’s financial situation

Maintain a high level of collaboration and knowledge with partners

Stay current with financial planning standards and practices

Contribute ideas and participate in development projects to enhance our services

Provide ongoing coaching and training to other professionals in Family Office Services

What do you need to succeed?
Must haves:

Undergraduate diploma in a related field, preferably Finance or Wealth Management

CFP or

F. PI. designation

5 years of experience in financial planning, preferably in Wealth Management

Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)

Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment

Nice-to-have:

Knowledge of Conquest financial planning application

Accounting designation

Natural curiosity towards learning and broadening the personal knowledge base

Bilingualism (English and French) both oral and written

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.

Flexible work/life balance options.

Opportunities to do challenging work.

Opportunities to take on progressively greater accountabilities.

Access to a variety of job opportunities across business.

The expected salary range for the above position is $55,000 - 90,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented
Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:

VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities n up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together d out how we use our passion and drive to enhance the well-being of our clients and communities at

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.